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Questions tagged [activities]

Questions related to Salesforce.com Tasks/Events.

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How to notify the user if OpenActivity related list is blank of Opportunity?

I am not sure about Process builder will work for this scenario or not but can anybody please tell me How to Notify the User If OpenActivity related list is blank of the Particular Opportunity (...
HSdev's user avatar
  • 453
0 votes
1 answer
236 views

Is there a way to add Activities/Tasks to the Sample Console?

Just moving to a brand new org from one that is about 14 years old. We no longer have the old console type that we used to have access to and the new Sample Console does not allow Tasks... Am I ...
SeanGorman's user avatar
  • 1,015
0 votes
1 answer
31 views

Recordtype and Pagelayout

I have 5-6 record types for our custom tasks with custom fields. The current scenario lets people to choose the record type and then it redirects to another page with all the fields associated to ...
abhi's user avatar
  • 109
0 votes
0 answers
219 views

Create Multiple Tasks from Contact in VF Page

I am trying to create a VF Page using the Contact object as the controller, but the page will actually be used as a list button on the Activity related list for the Contact record. I want the user to ...
John Neilan's user avatar
0 votes
1 answer
58 views

When does a custom activity show up in journey builder?

Do custom activities only show up in journey builder once the config file has been set up at the endpoint? If I just create the activity in the appcenter, but do not actually give it a URL that has ...
user3444632's user avatar
0 votes
1 answer
239 views

Error: Compile Error: Field is not writeable: ActivityHistory.RelatedTo__c

I have created a field on Activity History when I am writing data in it. It is throwing this error. Error: Compile Error: Field is not writeable: ActivityHistory.RelatedTo__c for(ActivityHistory ...
Anzar's user avatar
  • 954
-1 votes
1 answer
644 views

Visualforce page to display detail task/activtiy chronology [closed]

I'd like to know and could you please advise how the following functionality can be achieved in Salesforce: When a Salesforce user opens a task, he/she will have to monitor and observe what happened ...
sfadm's user avatar
  • 15
1 vote
1 answer
2k views

What fields determine what is displayed in Open Activities vs. Activity History

What determines which tasks go into the boxes Open Activities and Activity history, respectively? I tried the fields Status, IsArchived, IsClosed, but none of them relate the image I see in my single ...
steakoverflow's user avatar
0 votes
1 answer
310 views

Activity history is invisible to new owner

I changed one account owner and now new owner not able to view activity history created by old owner. The Sharing setting for activity is controlled by parent. For account its Read/Write. What will be ...
Sofiya's user avatar
  • 77
2 votes
1 answer
1k views

Override or remove del link from action column in the related list for Activities

I've created a visual workflow that will allow users that has custom permission to delete activities (calls, emails...) and a delete custom button have been created to trigger the flow and override ...
Barbara Moraes's user avatar
1 vote
1 answer
434 views

Add to ActivityHistory of specific opportunity using APEX

I want to add an ActivityHistory to a specific opportunity. I'm just confused on how to do it to a specific opportunity. Initially, I thought it was w/the WhatId but that's not working. This is what I ...
user2582622's user avatar
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0 answers
361 views

Email Activity has to be created on case whenever an email has been sent through workflow

We have a workflow on case object with multiple time triggers.So,we need to create an email task on the case object.Whenever email has been sent through workflow before it was working fine.Now,the ...
Pavan tej's user avatar
  • 1,444
4 votes
5 answers
6k views

Activities on Leads, Opportunities, and Accounts SOQL

I'm trying to get SOQL's for Activities (workbench was no help). I'm looking at the three prebuilt reports in Salesforce: Activities on Leads, Activities on Accounts, and Activities on ...
Corinna's user avatar
  • 41
2 votes
1 answer
226 views

Populate custom field on Activity

I have created a custom field 'Account__c' on activity.Now what i am trying to achieve is whenever there is an activity on account , i want my custom field "Account__c" to get auto populated with the ...
Samir's user avatar
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1 vote
0 answers
462 views

Converting DateTime GMT to Local Time

I have a Date/Time field that is used for Activities (events) that shows up in an HTML generated email when an Event is created. My issue is that the time shows in GMT timezone format instead of the ...
Geo's user avatar
  • 205
2 votes
0 answers
1k views

Relating Task to Multiple Accounts

Is it possible to relate a task to multiple accounts? I am not wanting to relate to multiple contacts within accounts. I want to pull agreement information into salesforce, and the relationship is ...
Chance's user avatar
  • 1,050
4 votes
3 answers
2k views

JourneyBuilder Update Contact activity

I am attempting to update a contact record using the Update Contact activity in Journey Builder. The attribute I wish to update is a date field. Is it possible to update with the current date? The UI ...
Daniel's user avatar
  • 1,247
5 votes
2 answers
2k views

Insufficient Privileges - Visualforce Page - Occurs as System Admin

UPDATE: RESOLVED! I heard back from Tier 3 support and they acknowledge a bug and said it was due to a user selecting "Feed-Based Layout" on the Create New Layout screen. Be careful with that option ...
Peter's user avatar
  • 113
0 votes
1 answer
212 views

Calculate Last task and Last Event age on Opportunity page

I have an issue. I have last activity age by using (Today()-Lastactivityage) to calculate last activity age. But I want to segregate it as last task age and last Event age. I have two custom field on ...
Russel baker 1's user avatar
3 votes
1 answer
564 views

Is it possible to add custom header for validate/save/publish/execute callouts of the custom activity?

The question is how to enforce journey builder to send callouts with custom header? I have to add custom header to each request(save, validate, publish and execute), that will be sent from the ...
Lev's user avatar
  • 31
0 votes
1 answer
120 views

Report on task assigned to me

Is it possible to run a report with the parameters that a Task was created by X and assigned to Y? I created and tested on Activities. I can view records that I created using "My Activities" filter
MnZ's user avatar
  • 3,142
1 vote
1 answer
46 views

Repercussions for Closing a Case

We have been on Salesforce for about eight years. We do not close cases. There are several reasons for this, but the main one seems to be based on rumor. There's some tradition here that when cases ...
Charles Koppelman's user avatar
0 votes
0 answers
49 views

How to differentiate events added via Outlook side panel

With Activities created via Chatter publisher, I have a Boolean tagging them as coming via the publisher. This was originally used to prevent double chatter posting, but now it helps us understand ...
jaw999's user avatar
  • 1,300
2 votes
1 answer
267 views

Best Practice - Update LastModifiedDate (Cross Object)

I have a business requirement to change LastModifiedDate on an Opportunity record whenever an Activity is logged against it. I can do it in two ways: when an activity is logged, i can simply do an ...
Kiran's user avatar
  • 111
0 votes
0 answers
185 views

How to add custom piclist field to send email page layout?

I have a requirement where I have to add a custom picklist filed on send email page layout. I know it is not possible through standard Salesforce function. Kindly let me know if you are aware of any ...
Russel baker 1's user avatar
1 vote
0 answers
2k views

limit exceeded error while deploying

I'm using Force.com Migration Tool to deploy Activity object's new fields to the target environment. My source has 100 fields in it's activity object (exact Activity custom field limit for the ...
Hasantha's user avatar
  • 2,025
0 votes
0 answers
42 views

Unable to create reports based on activities in sfdc

I got a requirement like to create reports for activities.i have user able to view all accounts and Opportunities.But he can't able view all activities while creating reports.I don't where it will not ...
Pavan tej's user avatar
  • 1,444
1 vote
1 answer
404 views

Leads without activity or activity with no changes should move to Queue

Leads without any activity or an activity with no updates on Lead record should be moved to a Queue. We cannot achieve this through workflows, process builder, Assignment rules or a trigger. I would ...
Kanikala's user avatar
  • 187
0 votes
0 answers
109 views

Display sent emails from Salesforce in VF page

If I've email template sent to lead when it created. Can I display emails sent log inside VF page or should I save any email I sent into object then display them ?? Any idea?
user3003810's user avatar
2 votes
1 answer
627 views

Can I bulk Upload invitees (users) in calender Events

I have multiple events and I want to add many users in those events. How can I bulk upload invitees(users) I already tried public calendar but it was not meeting up with my requirements. Every users ...
Russel baker 1's user avatar
2 votes
0 answers
275 views

Hiding activity and attachments for a profile

I want to hide notes and attachments, Activity of Account and Contact object for a specific profile. Ie., that profile can view all the accounts and contacts but they cant able to see the attachments ...
Monish's user avatar
  • 551
1 vote
1 answer
2k views

Activity History and Open Activities using REST

So, I've been trying to implement the below link using REST's Query and QueryAll call; https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_activityhistory.htm This in ...
r0bb077's user avatar
  • 155
0 votes
1 answer
317 views

Copy Last Activity Details to Account without Trigger?

Is it possible to copy additional details of the last activity that happened on an Account (or any of its Contacts) to fields on the Account? I know there's the Last Activity field that shows the date ...
Matt's user avatar
  • 1,007
0 votes
2 answers
314 views

Filter contacts when sending an email from Account

When we "Task: Send an Email" from an account record, the account is set by default, but one must select a contact to send to. Problem is, the lookup shows contacts from other accounts, so it is easy ...
Swisher Sweet's user avatar
-2 votes
1 answer
251 views

modified date or create date modification on Task import using DataLoader

I am having an issue importing Task using Dataloader. When I import it creates a new CreateDate per task imported. Can the CreateDate be modified to its original create date?
Ninja King's user avatar
0 votes
1 answer
620 views

Open new window when clicking Log a Call on the Activity History related list

I had created a Visualforce page with an Activity History related list but it doesn't pop to a new window, after clicking log a call. Please let me know how can I make this happen. My issue is ...
DominicSeb's user avatar
9 votes
1 answer
886 views

SOQL Error Only When Accessing Lead.Address Standard Compound Address Field From WorkFlow Triggered Task Insert

I've added a section of code to our task trigger that retrieves two sets of address fields from the lead or contact the task is being made on - see below-. private static void ...
KB145's user avatar
  • 856
1 vote
0 answers
268 views

Task Record Type Compact Layout not Displaying as Expected in Publisher Feed

I have built an Object-Specific Action on Contact that creates a Task of record type "Payment Entry Task". The action successfully creates the task, and the task is of the correct record type. But, ...
Christian Carter's user avatar
1 vote
1 answer
160 views

How to access date fields of ActivityHistories and OpenActivities

I have a SOQL query to retrieve the date values but I am unable to set the fields. Where am I going wrong? This trigger is still in progress. trigger AccountActivityDateRollUp on Account (before ...
Nik's user avatar
  • 125
0 votes
0 answers
192 views

How to count activities when a Lead is converted

Is there a way to count the activities when a LEad is already converted. I could create a report when the leads are converted by adding isConverted is true. However is there a way to count the ...
DominicSeb's user avatar
1 vote
1 answer
419 views

Can a Custom Object be parent to Contact records?

I am contemplating how to create a custom object to hold account information and then associate the related contacts to this custom account object. Can contact records be re-parented or related to ...
taylormatthewl's user avatar
2 votes
1 answer
4k views

SOQL query all tasks and events with opportunities and any connected campaigns

I'm fairly new to SOQL but I need to write a query that returns all activities (Events and Tasks) that are associated with an opportunity. In addition I'd like to get any campaigns that are ...
David Gilbert's user avatar
2 votes
1 answer
671 views

Query First Task On An Account Using AccountID

I am trying to write a SOQL query that will return the first task that was completed on an account. SELECT Id, ( SELECT id, subject, type, CreatedDate from Tasks WHERE TYPE IN ('Phone Call', 'Email') ...
Nick Erdenberger's user avatar
0 votes
1 answer
45 views

Display Number of Accounts Called in Quarter using Dashboard Component

I am currently using Professional Edition. I need to create a Dashboard Component that displays the number of Accounts called by a user in current quarter. For example, Joe owns 65 Accounts and has ...
Clehan1's user avatar
  • 869
3 votes
1 answer
4k views

Lookup Field on Custom Object related to Activity (Task) (aka create a related list on Activities/Tasks)

This question seems to have been also asked here: Tasks and events custom related list with no resolution. I have the ZenKraft Shipmate UPS package installed in my organization, and I'm looking to ...
mlpSFadmin's user avatar
1 vote
1 answer
128 views

Logic in Custom Activity Button

I want to create a single button to add to the Activity History related list on both leads and contacts. I've created the following button but am getting an error: {!IF( Lead.Id != "", "/00T/e?who_id=...
shartshooter's user avatar
1 vote
1 answer
5k views

Unable to filter out blank fields

I've read many topics, but still couldn't solve this problem: I need to create a report that shows number of activities on each account total AND also shows accounts with no activity at all. The ...
Štěpán Víteček's user avatar
0 votes
0 answers
1k views

How to display custom fields from Leads and Contact on a activities report?

Goal: I'm trying to create an activities (Tasks and Events) report that will display custom fields from the Lead object, and a standard field (MailingAddress) from the Contact object. I will need all ...
Brandon Freeman's user avatar
1 vote
1 answer
965 views

How to insert Salesforce Activity History contents into custom field of a Contact?

I am using Gmail, Salesforce integration app, using which I can save an interested mail into Salesforce Activity History of a Contact. Now, as soon as I receive the activity history, I want to save ...
Ram Bavireddi's user avatar
1 vote
1 answer
427 views

Distinguish between Log a Call and normal Task

I am trying to distinguish when we create a task using "Log a Call" vs when I create a normal task for suppose a Lead record. Currently I am not able to find any way to distinguish between these two. ...
SEuser's user avatar
  • 1,777